Investment Ideas

Understanding The Long/Short Funds Category: Infographic

November 20, 2017

Heightened interest has driven long/short product development, leading to the growth of the Morningstar Alternative Category, Long/Short Equity in the years since the 2008 financial crisis. There continues to be a wide performance difference between the top performing and bottom performing fund in the category. Advisors interested in evaluating and comparing long/short equity funds will need to focus on educating themselves on how products differ.

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The New Money Conundrum

October 4, 2017

The advisors’ conundrum: Eight years into the equity bull market and 35 years into the fixed income bull market, where to put a client’s new money?

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